Disability tax credit transfer

[ABC250]

I am trying to enter the transfer of a disability tax credit to the parent of the disabled person. Although we input the person with the disability as not living at the same address, the address for the disabled person still displays the same as the parent’s address. It also shows the caregiver credit even though we have not checked the box to include this.

[TurboTaxSusan]

Where is it showing the incorrect address? 

Also, please go into Forms mode, and click on the "Dependants" button, and make sure that there is no amount in the Infirm - Caregiver box for this dependant.

[ABC250]

The incorrect address for the disabled person is displaying in schedule 5, when in Forms mode. In the table below line 30450, the name of the disabled person is displayed and his (incorrect) address shows in green font. If we click to change the address, the system loads the form “Income tax and Benefit  Return” with the identification of the parent who is taking the transfer amount. The address is the parent’s address. This schedule 5 displays when we close the Dependent information window (forms mode). Note, we did input at some point that the disabled person does not live with the person taking the transfer.

i am in Forms mode, viewing a window titled Dependent information. The infirm - Caregiver amount is 0. The disability transfer for this dependent shows a value of 9,428.
There are 2 columns to the right: Fed claim and Prov. claim; the values shown in these columns are not editable. In these columns, there is a value for Infirm - Caregiver in the prov claim column; 5,593. There are also values for Disability transfer in the fed claim; 9,428 and prov claim column 9,586.

[TurboTaxGinette]

In order to help you with this situation, we believe your best option is to contact our telephone support team for further assistance, as they have the option to view your screen to help resolve the issue. To contact them, please follow this link: Contact Us. When asked if you wish to receive an email say NO then say "speak to a representative" then hold the line. If a resolution is not found, please ask for an escalation so an investigation can be done.

​​​​​​​Thank you for choosing TurboTax.

[ABC250]

I called as suggested. I spent one hour on the phone with an agent. She was not able to correct the address of the disabled person to be different than the person receiving the tax credit. She was also not able to remove the caregiver amount. She agreed to escalate the case. I then received an email stating the case was resolved. The case in fact is still pending.
Do we need to submit by paper copy to report this situation accurately or can the Home and Business Turbo Tax software we purchased for $120 report the situation accurately?

[TurboTaxBrenda]

We appreciate your patience as we look into this issue for you.

[TurboTaxBrenda]

Is the person added as a dependent to claim their DTC? 

[ABC250]

No, the disabled person is not listed as a dependent as he does not live with his parent to whom he is transferring the credit.

[TurboTaxSusan]

If the person who is transferring the DTC is not the spouse of the receiving person, then you need to enter the person as a dependant to do the transfer.

The address fields on schedule 5 are for the Caregiver credit & for the eligible dependant credit. For the disability transfer you only need the dependant's name, social insurance number (SIN), and relationship to the receiving person.